Other Benefits of PMS
- Flexibility
- Efficient switch between cash & equities.
- Focused portfolio of select stocks / sector concentrations.
- Professional management with the objective of delivering consistent long-term performance while controlling risks.
- Hassle Free Operation
- PMS offers customised services, which take care of all the administrative aspects of the client’s portfolio, with periodic reporting.
- Transparency
- Clients get regular statements and updates on their investments.
- Web-enabled access ensures that the client is just a click away from all information related to his/her investments (i.e. securities one holds, cost & current value, securities purchased & sold, dividends received, performance of portfolio, market commentary, etc).
- Customised advise that suits individual requirements helps achieve the desired financial & investment objectives.
- Easy access to dedicated Relationship Managers / Financial Advisors through whom the client can interact with Fund Managers and discuss concerns / feedback on his/her portfolio.
- The Portfolio Manager will provide audited statement of accounts at the end of financial year to help the client assess the tax liabilities on his/her portfolio, including Capital Gains report. (The PMS provider is a trustee acting in a fiduciary capacity on behalf of the investor. Therefore, the tax liability for a PMS investor would remain the same as if the investor is accessing the capital market directly).
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